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Manager record

Sheets Smith Wealth Management

Winston-Salem, NC · CIK 1157436 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$957.73MReported 13F valueQ3 2026 · as filed
386Holdings listed
-4.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $854.7M$854.7MQ2 2025397 holdingsQ3 2025: $883.5M$883.5MQ3 2025397 holdingsQ4 2025: $911.3M$911.3MQ4 2025393 holdingsQ1 2026: $888.5M$888.5MQ1 2026393 holdingsQ2 2026: $1.0B$1.0BQ2 2026408 holdingsQ3 2026: $957.7M$957.7MQ3 2026386 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$957.73M · 386 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$1.00B · 408 holdings listed · View original SEC filing ↗
Apr 16 2026 13F-HR · period Q1 2026

$888.48M · 393 holdings listed · View original SEC filing ↗
Jan 20 2026 13F-HR · period Q4 2025

$911.30M · 393 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$883.54M · 397 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$854.73M · 397 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology